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Allen & Bonnie Johnson

We met with Gary to review of our Estate Plan and update all the associated documents. Our Revocable Joint Living Trust documents, Last Will & Testaments, and Health Care Power of Attorney’s for both my wife and I were reviewed and updated. We executed a Trust Amendment to incorporate changes over the past 17 years. It was a significant overhaul which included filing Quit Claim deeds on property purchased recently. Gary did a great job in getting us focused on all of the items that needed attention and getting everything current – it was far easier than expected.
2014-05-13T15:17:26+00:00

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